Cape Investment Advisory, Inc. Purchases in Q4 2024

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
1
New
$865.69 - $985.0 $866 - $985
1 $943K
SYY
Sysco Corp

Consumer Defensive
16
+ 8.42%
$73.63 - $81.77 $1.18K - $1.31K
206 $15.8M
RPRX
Royalty Pharma PLC

Healthcare
36
New
$24.28 - $28.39 $874 - $1.02K
36 $918K
DHR
Danaher Corp

Healthcare
4
New
$226.16 - $274.52 $905 - $1.1K
4 $918K
MCHP
Microchip Technology Inc

Technology
16
New
$55.51 - $79.05 $888 - $1.26K
16 $918K
HLN
Haleon PLC

Healthcare
150
+ 30.0%
$9.23 - $10.71 $1.38K - $1.61K
650 $6.2M
GLW
Corning Inc

Technology
14
+ 14.0%
$44.11 - $49.76 $618 - $697
114 $5.42M
LNT
Alliant Energy Corp

Utilities
15
New
$56.24 - $63.63 $844 - $954
15 $887K
DLR
Digital Realty Trust, Inc.

Real Estate
5
New
$156.46 - $195.69 $782 - $978
5 $887K
LHX
L3 Harris Technologies, Inc.

Industrials
4
New
$208.94 - $264.22 $836 - $1.06K
4 $841K
VST
Vistra Corp.

Utilities
6
New
$115.74 - $166.61 $694 - $1K
6 $827K
CSGP
Costar Group, Inc.

Real Estate
13
+ 48.15%
$69.7 - $81.97 $906 - $1.07K
40 $2.86M
TTD
Trade Desk, Inc.

Technology
7
New
$108.7 - $139.51 $761 - $977
7 $823K
UA
Under Armour Inc Cl C

Consumer Cyclical
110
New
$7.37 - $9.94 $811 - $1.09K
110 $821K
BKR
Baker Hughes CO

Energy
20
New
$35.98 - $44.88 $720 - $898
20 $820K
BOX
Box Inc

Technology
31
+ 21.38%
$31.6 - $35.65 $980 - $1.11K
176 $5.56M
EW
Edwards Lifesciences Corp

Healthcare
11
New
$64.54 - $75.92 $710 - $835
11 $814K
Fortrea Hldgs Inc
72
+ 18.37%
N/A
464 $8.65M
Kenvue Inc
37
New
N/A
37 $790K
CFG
Citizens Financial Group Inc

Financial Services
18
New
$39.92 - $48.46 $719 - $872
18 $788K
ALL
Allstate Corp

Financial Services
4
New
$181.25 - $208.2 $725 - $833
4 $771K
HWM
Howmet Aerospace Inc.

Industrials
7
New
$99.72 - $120.09 $698 - $841
7 $766K
AEE
Ameren Corp

Utilities
4
+ 1.39%
$85.81 - $94.98 $343 - $380
291 $25.9M
FOXA
Fox Corp

Communication Services
15
New
$41.35 - $49.99 $620 - $750
15 $729K
CTVA
Corteva, Inc.

Basic Materials
16
+ 14.41%
$55.21 - $64.13 $883 - $1.03K
127 $7.23M
NTRS
Northern Trust Corp

Financial Services
1
+ 2.08%
$88.4 - $111.16 $88.4 - $111
49 $5.02M
HUBS
Hubspot Inc

Technology
1
New
$514.07 - $757.4 $514 - $757
1 $697K
POOL
Pool Corp

Industrials
2
New
$339.32 - $390.03 $679 - $780
2 $682K
DASH
Door Dash, Inc.

Communication Services
4
New
$141.93 - $180.48 $568 - $722
4 $671K
CNC
Centene Corp

Healthcare
11
New
$56.71 - $73.94 $624 - $813
11 $666K
BIIB
Biogen Inc.

Healthcare
6
+ 85.71%
$146.47 - $191.55 $879 - $1.15K
13 $1.99M
VLO
Valero Energy Corp

Energy
6
+ 50.0%
$118.59 - $144.02 $712 - $864
18 $2.21M
TSCO
Tractor Supply CO

Consumer Cyclical
11
New
$52.59 - $303.74 $578 - $3.34K
11 $584K
NUE
Nucor Corp

Basic Materials
5
New
$115.78 - $167.74 $579 - $839
5 $584K
PCG
Pg&E Corp

Utilities
7
+ 0.7%
$19.2 - $21.63 $134 - $151
1.01K $20.4M
GD
General Dynamics Corp

Industrials
24
+ 16.11%
$260.28 - $314.03 $6.25K - $7.54K
173 $45.6M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
7
+ 2.47%
$92.58 - $93.71 $648 - $656
290 $26.9M
TYL
Tyler Technologies Inc

Technology
1
+ 14.29%
$576.64 - $635.69 $577 - $636
8 $4.61M
MLM
Martin Marietta Materials Inc

Basic Materials
1
New
$516.5 - $619.58 $517 - $620
1 $517K
CCJ
Cameco Corp

Energy
10
New
$48.64 - $61.14 $486 - $611
10 $514K
HSY
Hershey CO

Consumer Defensive
5
+ 31.25%
$168.67 - $193.65 $843 - $968
21 $3.59M
CC
Chemours CO

Basic Materials
26
New
$16.82 - $21.94 $437 - $570
26 $439K
BLDR
Builders First Source, Inc.

Industrials
3
New
$142.93 - $198.25 $429 - $595
3 $429K
WDC
Western Digital Corp

Technology
7
New
$59.62 - $73.43 $417 - $514
7 $417K
SRLN
Ssga Active Trust

ETFs
11
+ 1.43%
$41.48 - $42.08 $456 - $463
781 $32.6M
SCHO
Schwab Short Term Us Treasury

ETFs
3.42K
+ 104.07%
$24.06 - $48.88 $82.4K - $167K
6.71K $162M
STT
State Street Corp

Financial Services
1
+ 3.45%
$85.96 - $100.78 $86 - $101
30 $2.95M
PAGP
Plains Gp Holdings LP

Energy
46
+ 1.18%
$17.2 - $20.02 $791 - $921
3.96K $72.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
10
New
$35.32 - $44.84 $353 - $448
10 $372K
Activity Summary
Buys All Purchases 584 New Holdings 219 Increased Positions 365 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email